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Evertec
EVTC

Overview Fund Activity

244 hedge funds and large institutions have $2.43B invested in Evertec in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
94
Reduced
88
Closed
37
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$11K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$210M
2
Goldman Sachs
Goldman Sachs
New York
$26.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.6M
4
American Century Companies
American Century Companies
Missouri
$147M
5
Wells Fargo
Wells Fargo
California
$28.8M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$127M
2
DZ Bank
DZ Bank
Germany
$0
3
RC
Rivulet Capital
New Jersey
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.02M
5
SG Americas Securities
SG Americas Securities
New York
$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
226
Howe & Rusling
New York
$2K -$649 -12 -24%
ACM
227
AUA Capital Management
Pennsylvania
$2K – – –
CFGS
228
Concourse Financial Group Securities
Alabama
$2K – – –
FF
229
FourThought Financial
Florida
$2K – – –
PFS
230
Prospera Financial Services
Texas
$2K +$2K +39 New
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +50 New
GRP
232
Global Retirement Partners
California
$2K +$2K +57 New
CA
233
Clearstead Advisors
Ohio
$2K +$2K +59 New
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$2K +$2K +60 New
TWC
235
TD Waterhouse Canada
Ontario, Canada
$1.08K – – –
QCG
236
Quadrant Capital Group
Ohio
$1K -$174 -4 -15%
JWA
237
JFS Wealth Advisors
Pennsylvania
$1K +$261 +6 +35%
CI
238
Cordant Inc
Oregon
$1K +$1K +20 New
GWS
239
Glassman Wealth Services
Virginia
$1K +$1K +26 New
Macquarie Group
240
Macquarie Group
Australia
$84 -$18.8K -461,357 -100%
DZ Bank
241
DZ Bank
Germany
– -$10.9M -216,734 Closed
RC
242
Rivulet Capital
New Jersey
– -$8.32M -166,552 Closed
Axa
243
Axa
France
– -$3.87M -77,400 Closed
CCMG
244
Clark Capital Management Group
Pennsylvania
– -$2.53M -50,620 Closed
Capital Fund Management (CFM)
245
Capital Fund Management (CFM)
France
– -$2.1M -41,975 Closed
CSS
246
Cubist Systematic Strategies
Connecticut
– -$1.41M -28,244 Closed
KWILP
247
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.26M -25,275 Closed
JCIA
248
Jackson Creek Investment Advisors
Colorado
– -$1.14M -22,791 Closed
AIA
249
Affinity Investment Advisors
California
– -$915K -18,305 Closed
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
– -$910K -18,217 Closed
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